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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
26
UMB Bank
Missouri
$1.26M +$55K +2,223 +4%
KLI
27
Kelman-Lazarov Inc
Tennessee
$1.12M -$40.3K -1,628 -3%
SFP
28
Sandbox Financial Partners
Maryland
$972K -$162K -6,547 -14%
PA
29
Procyon Advisors
Connecticut
$931K +$86.1K +3,480 +10%
AF
30
Advisornet Financial
Minnesota
$839K +$8.84K +357 +1%
MWM
31
Mission Wealth Management
California
$718K +$34.2K +1,382 +5%
DADC
32
D.A. Davidson & Co
Montana
$714K
RJA
33
Raymond James & Associates
Florida
$682K +$484K +19,549 +223%
Wealthfront Advisers
34
Wealthfront Advisers
California
$677K +$403K +16,268 +138%
GWM
35
Gitterman Wealth Management
New Jersey
$672K +$41.8K +1,690 +6%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$672K +$41.8K +1,690 +6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$668K +$132K +5,330 +24%
CP
38
Castleview Partners
Texas
$628K +$645K +26,064 New
HighTower Advisors
39
HighTower Advisors
Illinois
$571K -$9.11K -368 -2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$563K -$479K -19,355 -45%
NYLIM
41
New York Life Investment Management
New York
$552K -$398K -16,098 -41%
SOAG
42
Silver Oak Advisory Group
Oregon
$511K +$525K +21,205 New
MML Investors Services
43
MML Investors Services
Massachusetts
$498K +$9.75K +394 +2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$461K +$38.5K +1,555 +9%
Citadel Advisors
45
Citadel Advisors
Florida
$452K -$381K -15,399 -45%
VAFP
46
Vahanian & Associates Financial Planning
New York
$445K -$24.8K -1,003 -5%
SWP
47
Stratos Wealth Partners
Ohio
$422K
CWM
48
Congress Wealth Management
Massachusetts
$418K +$89.8K +3,626 +26%
AssetMark Inc
49
AssetMark Inc
California
$388K +$3.39K +137 +0.9%
AF
50
Allworth Financial
California
$378K -$147K -5,928 -27%